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Customer experience | Sales, Customer Insights,...
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Adding a Signature which dynamically populates the name of the creator

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Posted on by 2,148

Hi all,

I've got two requirements for when sending an email from a case linked to a specific queue. The first one is the default the from address of the created email from the user who created the email to the queue email itself. I've found a solution to this from Megan Walker who gave a good example of real time workflows.

https://community.dynamics.com/crm/b/meganwalker/posts/automatically-send-emails-from-a-queue

The second problem I have is that even though I want the From address to be the queue, I want a standardised email signature that dynamically populates the name of the user who is sending the email.

I know that the recommendation is to use a email template and have the signature populate from there but there are times where people just want to write a short few sentences in reply to a case without having to select a whole template.

Is there anyway to dynamically populate just the name of the signature to whoever the user is?

Kind regards,

Mike

  • David Jennaway Profile Picture
    14,065 on at
    RE: Adding a Signature which dynamically populates the name of the creator

    I've not tried it, but you could try using the same idea of a real-time workflow to append text to the email body (description field), which can be dynamic. However, you'd want to test that this renders correctly, as the email body is typically HTML.

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